Filed February 19, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $20,954 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,911 | $53,165-68.2% | $86,188-80.4% | $74,419-77.3% |
| Participation rate | 97.6% | 64.9%+32.8pp | 69.0%+28.7pp | 70.7%+26.9pp |
| Annual return | 14.44% | 22.64%-8.2pp | 1168.45%-1154.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $621 | $1,210-48.7% | $2,380-73.9% | $2,637-76.4% |
| Participant deferral / active EE | $1,803 | $3,234-44.3% | $3,985-54.8% | $4,528-60.2% |
| Admin fee / account holder | $32 | $551-94.3% | $6,852-99.5% | $348-90.9% |